EverSource Wealth Advisors’s Coinbase COIN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $617K | Buy |
1,761
+436
| +33% | +$153K | 0.03% | 387 |
|
|
2025
Q1 | $228K | Buy |
1,325
+209
| +19% | +$36K | 0.01% | 606 |
|
|
2024
Q4 | $277K | Sell |
1,116
-303
| -21% | -$75.2K | 0.02% | 533 |
|
|
2024
Q3 | $253K | Sell |
1,419
-152
| -10% | -$27.1K | 0.02% | 490 |
|
|
2024
Q2 | $352K | Buy |
1,571
+646
| +70% | +$145K | 0.02% | 392 |
|
|
2024
Q1 | $189K | Sell |
925
-3
| -0.3% | -$612 | 0.01% | 509 |
|
|
2023
Q4 | $161K | Buy |
928
+123
| +15% | +$21.4K | 0.01% | 490 |
|
|
2023
Q3 | $60.4K | Sell |
805
-887
| -52% | -$66.6K | 0.01% | 744 |
|
|
2023
Q2 | $121K | Buy |
1,692
+1,108
| +190% | +$79.3K | 0.01% | 517 |
|
|
2023
Q1 | $39.4K | Sell |
584
-1
| -0.2% | -$68 | ﹤0.01% | 874 |
|
|
2022
Q4 | $20.7K | Buy |
585
+513
| +713% | +$18.1K | ﹤0.01% | 1060 |
|
|
2022
Q3 | $5K | Buy |
72
+27
| +60% | +$1.88K | ﹤0.01% | 1354 |
|
|
2022
Q2 | $2K | Buy |
+45
| New | +$2K | ﹤0.01% | 1480 |
|